Add Sales Reps role restricting permissions so they only see their own customers

started a topic over 1 year ago

We would like to give access to our sales reps so they could process orders and see their customer's order history but not each others.  Currently this is not possible in Dear but I think it essential for a B2B business, using the POS with sales reps.

3 people like this idea

  • This is a must on DEAR.  As basic as the CRM module is on DEAR, it is completely redundant if sales people/teams can see each others opportunities/customers/sales

Login or Signup to post a comment

3 people like this idea
Log in or Sign up to post a comment